Citi. Citi ThankYou rewards card holders can save up to $20 on tax software with TurboTax. Here’s the break down: $10 off Deluxe or Live Deluxe. $15 off Premier or Live Premier. $20 off Self ...Toy Deals. Clothing Deals. Slickdeals is community-supported. We may get paid by brands or deals, including promoted items. Fidelity.com offers Select Fidelity Customers: TurboTax Premier Online Tax Service for Free when you follow instructions below.Thanks to Community Member hle078 for sharing this deal.Offe ...Instructions are: After clicking on the free Turbotax option on the Fidelity site, this will open the TT page. Scroll to the bottom of the page to the Sitemap on the left side, then click on "Software and Licenses." Scroll to the bottom of that page, where you will find a long list of things, including "CD/download products" then click on "All ...Instructions are: After clicking on the free Turbotax option on the Fidelity site, this will open the TT page. Scroll to the bottom of the page to the Sitemap on the left side, then click on "Software and Licenses." Scroll to the bottom of that page, where you will find a long list of things, including "CD/download products" then click on "All ...Turbotax Premier download is currently $65 at Amazon, so $60. The online version of Premier is $90 plus $40 per state (I think), so $130. Since multiple states are free with the Fidelity offer when using the online version, for two states it's $170. And the disappearing act is not Fidelity's fault.• Discounts on TurboTax (up to $25 off federal products), courtesy of Fidelity's negotiated rates • Appeals to broad employee base to drive employee satisfaction and retention • No cost to employer. 92%. https://www.turbotax.com. TurboTax makes it easier and more affordable for your employees to prepare and file their tax returns -at ...Special prices for in-warehouse and Costco.com online are effective tomorrow, 12/28/2022. $11 off for Turbotax Deluxe Federal or Federal + State, $18 off Premier Federal + State, $20 off Home & Business, $30 off Business. All of these include the $10 credit in-product and Federal only e-file.harikaried wrote: harikaried wrote: There seems to be 3 Fidelity qualifying requirements that individually can be satisfied to trigger the TurboTax link: - being an active trader. - having non-retirement balance of at least $1m (excludes IRA/401k) - $100k in personal investing (excludes business-related accounts)For example, if you sold only 500 shares and your employer added $1,750 to your W-2, your corrected cost basis is: $8.50 * 500 + $1,750 = $6,000. You get a summary of the sales you entered. Repeat if you have more sales to enter. We only had one sale in our example. You get a summary of your net gain and loss.What worked for me was opening an incognito window [in Chrome] and logging into Fidelity, accepting the offer (correct page with free offer loaded), and then logging into Turbo Tax. To make sure the discount was applied I went to "Price Preview."This is the not the original agreement of Fidelity and turbotax. I retried multiple time with Fidelity's link and finally got $0 payment for CA tax. Somehow, it was solved. I think it should be free for both Federal and State tax including e-filing for Fidelity's Active trader tier customer. I received this benefit from 2017.Please attach your TurboTax receipt to the email as well. Keep in mind that Fidelity cannot make adjustments to your credit card or another method of payment used to pay the fee when filing. ... TT gives a discount to fidelity customers I don't think fidelity gives you the $20. But good luck Reply reply Top 2% Rank by size . More posts you ...I cannot apply Fidelty Discount (30%) to pay TurboTax. I cannot apply the fidelity discount of 30%. I'm accessing from Fidelity website (pressing the "save 30% on TurboTax"). Then I navigate to the Review order page and I dont see the discount of 30% on the Premium product. It just shows the original value ($89). January 6, 2024 12:31 PM.If you run into any issues with the discount not applying, you'll first want to make sure you’re logged into your Stride account when accessing the “claim my discount” link through the Stride dashboard. The links are only valid when logged in to your Stride account. You'll also want to make sure you're checking out with either the Self ...With EY TaxChat™, you'll get 1-on-1 tax guidance from an experienced tax professional who'll prepare and file your taxes for you—all from the comfort of your home. Work online or on the phone. Use the mobile app or your desktop computer. Whatever works for you. Fidelity users save $30 with referral code FIDELITY30.From here, you can import or manually enter your 1099-B. Answer the questions about your sales. Choose to enter sales One by one when asked. On the Now, enter one sale on your 1099-B screen, enter your info. Check I have other boxes on my 1099-B to enter and enter the disallowed wash sale loss in box 1g. Select Continue and answer any follow-up ...In this article, we will guide you through the steps to get TurboTax for free from Fidelity. From creating a Fidelity account to filing your taxes for free, we’ve got you covered. Find …The TurboTax discount offer is available to anyone who accesses TurboTax using the link on Fidelity.com. However, each individual who is filing would need to create a separate login with TurboTax, and access the site through the Fidelity link to receive the discount. Please note, filing using TurboTax online is charged per filing,.Filing taxes for your employee stock purchase plan (qualified) When you sell stock in a qualified employee stock purchase plan (ESPP), you may have to report ordinary income—as well as any gain or loss—on your tax return. This guide will help you understand which documents are needed and how they are used when you, or your tax advisor, file ...Gadget wrote: ↑ Mon Dec 11, 2023 7:08 pm I wonder if Fidelity offers free Turbotax based on fees they earn for the account. That's why the total amount seems to vary so much from person to person. ... Just logged in and searched for "Turbotax" and got a page for a 20% discount. Bummer - it seems that Fido is very random with giving out "free ...Fidelity InvestmentsGet $23 off tax products with the latest TurboTax service code for May 2024. Choose from 26 TurboTax discount codes & save up to 10% off.For Federal, I was able to request a total of $89, which is the cost of Turbo Tax Premier, as well as the $64 for the state of California. This is a total of $153 which was requested to be deposited into your Individual account. These are usually reviewed within one business day.ctrowat. ADMIN MOD. Intuit is now hiding 20% discount on TurboTax - here is the link! Taxes. Back in January I was looking for the cheapest price on TurboTax and I found a page on the Intuit site that listed a 20% discount valid until May 2, 2022. Last night I finally decided to go through with buying TurboTax however when searching for this ...Apr 11, 2019 ... Have you started your #taxes? Our customers can get special discounts on tax prep services here: https://t.co/hqsoftDvqA.The gross sales price of $5,000 minus the $1,275 actual discounted price paid for the shares ($12.75 x 100) minus the $10 sales commission= $3,715, or. The per-share company discount times the number of shares. ($2.25 x 100 shares = $225). So you report $225 on your Form 1040 as "ESPP Ordinary Income."As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity - directly from Fidelity Associates. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more.Actually, I solved my problem with importing from Fidelity into TurboTax. As it turns out, TurboTax has problems with long passwords. My Fidelity password was 25 characters long. I changed it temporarily to 8 characters, and I was able to login to Fidelity from TurboTax and successfully imported my tax data.Lowes is proud to offer a military discount program to show appreciation for those who have served or are currently serving in the military. This discount program can be used on el...One exception: For people with bonus payments that total over $1 million in a calendar year, the first $1 million is taxed at 22%, and any funds over that have 37% withheld. An employer must use this method if you receive more than $1 million in supplemental income for the calendar year. The aggregate method.609606.8.0. Log in to your Fidelity Investments or NetBenefits accounts here.For Vanguard, yes. But you have to enter turbotax from the link provided on Vanguard's website. I suppose the same is true for PNC customers. June 3, 2019 11:31 AM.The problem is not that we are too stupid to import our tax forms from Fidelity. The problem is that TurboTax doesn’t work right. TurboTax is accessing Fidelity tax data without prompting for a user ID or password, let alone using two-factor authentication. TurboTax is apparently “remembering” Fidelity credentials from last year.2. DH and I both opened new joint brokerage accounts to get the $150 bonus (Fidelity Starter Pack offer) in late November. I wonder if taking advantage of that promotion knocked us off the list to get the free Turbotax offer. We certainly came out ahead by doing that and can afford to pay for Turbotax.Learn how to get TurboTax Premier Online for free from Fidelity if you meet certain requirements. Find out the steps to claim your offer, the reported problems and solutions, and the alternative deals on Amazon.2. Scroll down to the "CD/Download Products" section. 3. Click the second item: "TurboTax (2022-2023) CD/Download ....." After clicking on the free Turbotax option on the Fidelity site, this will open the TT page. Scroll to the bottom of the page to the Sitemap on the left side, then click on "Software and Licenses."I cannot apply the fidelity discount of 30%. I'm accessing from Fidelity website (pressing the "save 30% on TurboTax"). Then I navigate to the Review order page and I dont see the discount of 30% on the Premium product. It just shows the original value ($89).Fidelity does not currently offer a TurboTax discount through accounts.fidelity.com, because Fidelity Advisor Fund data cannot be imported into the software. However, Fidelity Advisor clients may take advantage of the discount by going through fidelity.com to purchase TurboTax. Once you receive the software, you will have to enter your Fidelity ...25 TurboTax service codes in May 2024. Top TurboTax discount codes: $23 off Online products. $107.10 TurboTax Premium. $188.10 TurboTax Live Assisted Premium.I received an email from turbo tax offering a 20 % discount to file my taxes. I followed the link, but at completion and checkout the discount was not applied, why? ... New Member. Why does Turbo tax always screw me out of my Fidelity 20% discount? About. TurboTax online guarantees; TurboTax security and fraud protection; Tax forms included ...All incoming mail containing prior year contributions must be postmarked by the tax filing deadline (April 15, 2024 for the contribution to be processed for 2023) Regular Mail: Fidelity Investments Institutional Operations Company LLC. P.O. Box 770002. Cincinnati, OH 45277-0080. Overnight Mail:Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.If you qualify, the link to Turbo Tax will show as a card on your Summary page, as you mentioned. ... I'm a Premium Services customer with over $300K at Fidelity and all that gets me a 20% discount link. Those who take the time to shop around next month, if they insist on using TurboTax, can find 30-40% discounts without looking very hard. ...Here's how much Premier costs online with the best discount applied:. Premier DIY edition $89 $54; Premier LIVE edition: $179 $124; Premier LIVE Full Service $369 $314; Premier Download CD: $115 $105; As you can see, the extra help from a tax professional included with LIVE editions adds significantly to the total expense but might be a good investment for your needs.We would like to show you a description here but the site won't allow us.Upon going to file I only get the $20 off discount. I have cleared all cookies as suggested by TurboTax, but every time I click on the link in Fidelity now, it takes me to a page on Turbotax just showing the $20 dollar discount. Appears to be an issue on your side applying the proper discount code to TurboTax. 4. 4.Why use TurboTax Free Edition? Jumpstart your taxes with last year's tax return, snap a photo of your W-2, answer basic questions about your life, and get your maximum refund, guaranteed . File your 2023 federal & state taxes for free. Ideal for. W-2 income.Fidelity Brokerage Services LLC, Member NYSE, SIPC On 03/10/2023 3:49 PM, Client wrote: > Let me see if I have this right. Your Fidelity representative told me that Fidelity would make me whole for the $228 charge from turbo tax for charges that were advertised by Fidelity that were to be free.Gifting can help reduce the value of your estate without using up your lifetime gift and estate tax exemption. The gift tax exclusion for 2024 increased to $18,000 from $17,000 in 2023. That means you can give up to $18,000 per donor to as many people as you like each year without affecting your lifetime exemption.10% Off. Expired. Code. TurboTax coupon for 25% off online services. 25% Off. Expired. Code. Up to $20 off with the TurboTax service code for AAA. $20 Off.During the "May 2024 Button Install Bonus" offer, which runs from May 1, 2024 through May 15, 2024 at 11:59:59 p.m. ET (the "Bonus Period"), Member will earn a one-time bonus of $10 Cash Back, in addition to the standard Cash Back earned from shopping online through MemberShop®, when they successfully install the MemberShop button (browser requirements detailed on button page) and use the ...Show More. Use Coupon. Valid until October 17, 2024. TurboTax has a close affiliate relationship with a plethora of popular banks and financial institutions as well as numerous organizations and companies. Here's a list of who could be offering a discount on TurboTax this tax season: Fidelity. U.S. Military. Chase.Tax withholding, or withholding tax, is how much your company takes out of your paycheck to cover what it expects you'll owe in income taxes. Withholding taxes can be for federal, state, or local income taxes. Making sure your tax form W-4 is up to date can help ensure your tax withholding is correct and help prevent any surprises during tax ...beyercj. •. The free turbotax premium is offered to those in Fidelity Premium Service. Fidelity Premium ServicesSM is generally available to investors whose eligible assets are at least $250,000. Eligible accounts generally include accounts held with Fidelity Brokerage Services, including Portfolio Advisory Services accounts.Fidelity TurboTax Discount. To locate the discount for Fidelity investments customers this is a simple case of logging into your account and searching in the search bar for "TurboTax". There is no actual code or service code offered, just a link to the discounted value so if you are having trouble just ask their customer service desk to ...Re: Fidelity Discount for Turbotax Deluxe Download? Post by TravelGeek » Mon Dec 17, 2018 1:26 am TravelGeek wrote: ↑ Mon Dec 17, 2018 1:14 am I think it was around this time last year (Dec 13) when Fidelity started offering free downloads for some customers.What worked for me was opening an incognito window [in Chrome] and logging into Fidelity, accepting the offer (correct page with free offer loaded), and then logging into Turbo Tax. To make sure the discount was applied I went to "Price Preview."This will become an adjustment reported as unrealized profit or (loss) on open contracts —12/31/2020 in 2021. 11. Aggregate profit or (loss) on contracts — Columns 8, 9, and 10 are all used to figure the aggregate profit or (loss) on Section 1256 option contracts for the year. Include this amount on your 2020 Form 6781.If using Online TurboTax thru Fidelity, in order to get the Fidelity discounts one must begin the return at the Fidelity website's TurboTax portal through a Fidelity link and continue working on it there. I've provided more info below, but if you need additional help from TurboTax Support re: Fidelity discount and pricing, I'll provide the ...Some say it is assets in non-qualified accounts at Fidelity, but my assets in non-qualified accounts at Fidelity total one penny. It's also hard to vet data points because some people report getting the TurboTax offer but they are actually talking about the percent off discount that everywhere offers everyone.An Fidelity discount is $20 off one usual price of Self-employed product. It is not free. ‎March 17, 2023 8:25 AM. 1 2 463 Reply. Bookmarks Graphic. SteamTrain. ... I came into TurboTax Via Fidelity, conundrum exist they inquiry for money? $99 is low compared till other tax prep software optional you will find.